Cornerstone Wealth Management’s Lincoln National LNC Stock Holding History

Cornerstone Wealth Management’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$775K	Sell	21,937 -100	-0.5%	-$3.6K	0.03%	388
2026 Q1	$782K	Sell	22,037 -489	-2%	-$18.8K	0.04%	347
2025 Q4	$1M	Sell	22,526 -4,145	-16%	-$173K	0.05%	292
2025 Q3	$1.08M	Sell	26,671 -893	-3%	-$34.5K	0.06%	268
2025 Q2	$954K	Sell	27,564 -44	-0.2%	-$1.44K	0.06%	271
2025 Q1	$991K	Sell	27,608 -2,501	-8%	-$88.7K	0.07%	242
2024 Q4	$955K	Buy	30,109 +1,159	+4%	+$38.6K	0.06%	237
2024 Q3	$912K	Buy	28,950 +5	+0%	+$156	0.06%	233
2024 Q2	$900K	Buy	28,945 +4,698	+19%	+$142K	0.07%	219
2024 Q1	$774K	Buy	24,247 +2,240	+10%	+$61.9K	0.06%	244
2023 Q4	$594K	Buy	22,007 +5,676	+35%	+$136K	0.05%	286
2023 Q3	$403K	Buy	16,331 +5,951	+57%	+$156K	0.04%	355
2023 Q2	$267K	Buy	+10,380	New	+$228K	0.02%	426
2018 Q3	–	Sell	-66,285	Closed	-$1.05M	–	1430
2018 Q2	$1.05M	Buy	+66,285	New	+$4.54M	0.01%	743

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $663M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Wealth Management's LNC Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Lincoln National (LNC) stake by 0.45% in Q2 2026, selling an estimated $3.6K and leaving 21,937 shares worth $775K. The position accounts for 0.03% of the portfolio, ranked #388.

Cornerstone Wealth Management first reported a position in LNC in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

Cornerstone Wealth Management held 21,937 shares of Lincoln National worth $775K as of Q2 2026.
Cornerstone Wealth Management sold 100 Lincoln National shares in Q2 2026, an estimated $3.6K.
Lincoln National made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #388 holding.
Cornerstone Wealth Management first reported a position in Lincoln National in Q2 2018 and has held it in 14 quarters since.
Cornerstone Wealth Management's Lincoln National position peaked at $1.08M in Q3 2025.
614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.